Many of us often receive unwanted phone calls, sometimes telling us we owe money or even asking for our social security numbers. Phone scams are frustrating and even more frustrating when these scammers target our loved seniors. The FBI’s website highlights why seniors are often targeted by scammers. Here are a few reasons… Read more »
Looking for a creative way to show your loved ones you care? No, we’re not thinking a nice getaway or romantic dinner but writing an estate plan! You’ve worked hard in creating the life that you have for your family including your home and cars. Planning your estate is another way of saying… Read more »
Many of my clients, family and friends share with me that they are getting to an age where people they interact with assume a number of things about them. To give you an example, just last week, I was talking to a couple in their 70s who told me their own kids do not… Read more »
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